See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,064 | $54,705-41.4% | $71,209-55.0% | $84,808-62.2% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 18.24% | 35.90%-17.7pp | 282.51%-264.3pp | 40.90%-22.7pp |
| Employer contribution / active EE | $1,451 | $2,158-32.7% | $2,721-46.7% | $2,631-44.8% |
| Participant deferral / active EE | $5,607 | $3,030+85.0% | $4,175+34.3% | $4,212+33.1% |
| Admin fee / account holder | $3,733 | $4,863-23.2% | $5,349-30.2% | $7,344-49.2% |